WMWM
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Whitaker-Myers Wealth Managers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.29M Sell
31,167
-123,263
-80% -$17.3M 0.7% 24
2026
Q2 		$22.6M Buy
154,430
+11,127
+8% +$1.53M 3.78% 9
2026
Q1 		$18.4M Buy
143,303
+7,470
+5% +$1.01M 3.66% 9
2025
Q4 		$18.6M Buy
135,833
+2
+0% +$280 3.88% 9
2025
Q3 		$19.3M Buy
135,831
+7,128
+6% +$1.01M 4.22% 9
2025
Q2 		$17.8M Buy
128,703
+11,928
+10% +$1.51M 4.5% 7
2025
Q1 		$13.7M Buy
116,775
+9,002
+8% +$1.16M 3.85% 8
2024
Q4 		$13.7M Buy
107,773
+8,654
+9% +$1.1M 3.98% 7
2024
Q3 		$11.6M Buy
99,119
+7,530
+8% +$842K 3.87% 7
2024
Q2 		$10.1M Buy
91,589
+20,175
+28% +$2.22M 3.73% 8
2024
Q1 		$8.15M Buy
71,414
+8,602
+14% +$931K 3.44% 8
2023
Q4 		$6.56M Buy
62,812
+9,158
+17% +$868K 3.27% 10
2023
Q3 		$4.9M Buy
53,654
+12,286
+30% +$1.17M 3.04% 10
2023
Q2 		$4M Buy
41,368
+7,450
+22% +$679K 2.68% 9
2023
Q1 		$3.09M Buy
33,918
+14,122
+71% +$1.26M 2.39% 9
2022
Q4 		$1.65M Buy
+19,796
New +$1.67M 1.59% 22

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IWP Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 80% in Q3 2026, selling an estimated $17.3M and leaving 31,167 shares worth $4.29M. The position accounts for 0.7% of the portfolio, ranked #24.

Whitaker-Myers Wealth Managers first reported a position in IWP in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.6M in Q2 2026. 142 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 31,167 shares of iShares Russell Mid-Cap Growth ETF worth $4.29M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 123,263 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $17.3M.
  • iShares Russell Mid-Cap Growth ETF made up 0.7% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #24 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Russell Mid-Cap Growth ETF position peaked at $22.6M in Q2 2026.
  • 142 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.